Plug Sample #9 - Get Notified on Cliq When Your Premium Customers Interact with SalesIQ's Zobot
Hi everyone!
We're here with another simple yet effective plug for your chatbot to integrate with Zoho Cliq to make your job easier. Just imagine whenever a potential lead or your premium customers are on your website, and they engage with your chatbot, you'll receive instant notifications on Cliq, complete with their details and a chat URL.
Sounds helpful, right?
Now get all this information on your cliq as a message. If a prospect or a premium customer is conversing with the bot, then on a click you will be redirected to SalesIQ. You will get the complete information of the chat and can also take over the chat from the bot, thus providing your best assistance.
Are you new to SalesIQ? Wondering what these plugs and bots are?
Zoho SalesIQ is a customer engagement and live chat platform for your website. To automate customer engagement, SalesIQ offers chatbots. With the Codeless bot builder, you can build chatbots by dragging and dropping cards. This bot builder has almost all essential cards needed to build your bot. However, at times, businesses would require unique actions from the bot and for those instances, we have Plugs. With plugs, you can create a unique action and bring it as a card inside the codeless bot builder like the rest of the cards. In this post, we will take a look at how to create a plug integrating your bot with Zoho Cliq and the possible benefits.
How can this Plug help your business?
- Get notified in Cliq when a specific type of visitor engages with chatbot. These visitors can be who you think are important for your business like premium customers, potential leads, visitor with a good lead score, visitors from a specific URL or source, visitor with CRM deal closing date period, etc. as per your requirement.
- Cliq bot will notify on the personal chat (subscribers of the bot) or on a group channel based on the preference.
- Get your visitor details like name, chat URL, and other information, in the message notification.
- Clicking on the chat URL, you will get redirected to the SalesIQ's bot conversation, where you can look at the bot chat. If required, you can take over the chat.
Plug overview
- The SalesIQ bot will collect the required information and send it to the Cliq bot while the conversation is ongoing.
- Next, the Cliq bot will send this information to personal chat or a group channel in Cliq as per your business needs.
How to build this Plug (promising lead engages with your bot) ?
Step 1 - Create a connection between SalesIQ and Zoho Cliq
- In your SalesIQ Dashboard, navigate to Settings > Developers > Plugs > Click on Add .
- Provide your plug a name, and description, select the Platform as SalesIQ Scripts , and finally, click on Connection to your left bottom. You will be redirected to the connection interface.
- Click on Create connection at the top right corner.
- Under Default connection, select Zoho OAuth service.
- Provide your connection name, connection link name, and choose the scopes below.
- ZohoCliq.Webhooks.CREATE
- ZohoCliq.Messages.ALL
- Click on Create And Connect to connect Zoho SalesIQ and Zoho Cliq.
Note: The Connection Link Name will be used in the scripts to invoke URL tasks.
Upon successful authentication, Zoho SalesIQ will be connected with Zoho Cliq.
- The connection is successfully established.
Step 2 - Build the Plug
As we have created a connection between SalesIQ and Cliq successfully. It's time to build the plug. The first step in building the plug is defining the parameters. You can enter the metrics (information) which you want the SalesIQ bot to send to Cliq bot. I've taken the name, lead score, requirement (lead's interest) and conversation ID to create the chat URL.
Input Parameters
- Name : name | Type : String
- Name : leadScore | Type : String
- Name : requirement | Type : String
- Name : conversationID | Type : String
Script to notify a specific user via Cliq bot
If you want to notify (post information) to specific users in Cliq, copy the code below and paste it into your plug builder. Then, make the following changes.
- In line #16, get your portal's chat URL. For that, navigate to SalesIQ > Chats > Copy the URL except the conversation ID.
- In line #22, replace the cliq bot name in the URL. To get the bot name from your Cliq dashboard, click on your profile in the top right corner > Bots & Tools. Then, create a new bot or click on any existing bot. (All subscribers of this bot will get notified.)
- And, make sure, the connnection line name in line #25 is same as created during creating the connection between SalesIQ and Cliq (Step 1).
Plug Script/Code
- if(session.containsKey("name"))
- {
- name = session.get("name").get("value");
- }
- if(session.containsKey("leadScore"))
- {
- leadScore = session.get("leadScore").get("value");
- }
- if(session.containsKey("requirement"))
- {
- requirement = session.get("requirement").get("value");
- }
- if(session.containsKey("conversationID"))
- {
- id = session.get("conversationID").get("value");
- chat_url = "https://salesiq.zoho.com/zylkerinc/allchats/" + id;
- }
- list_data = {"text":"Lead Infomation","slides":{{"type":"list","data":{"Name - " + name,"Lead Score - " + leadScore,"Requirement - " + requirement,"Chat URL - " + chat_url}}},"broadcast":true};
- //replace your cliq bot name (salesiq) in line #22
- sendText = invokeurl
- [
- url :"https://cliq.zoho.com/api/v2/bots/salesiq/message"
- type :POST
- parameters:list_data + ""
- connection:"cliq"
- ];
- response = Map();
- return response;
- Then, click Save, preview the plug and Publish it.
Note: API invoked in the plug is Post message to a bot
Script to notify a specific channel via Cliq bot
If you want to notify (post information) to a specific channel in Cliq, copy the code below and paste it in your plug builder. Then, make the following changes.
- In line #16, get your portal's chat URL. For that, navigate to SalesIQ > Chats > Copy the URL except the conversation ID.
- In line #22, replace the Cliq bot and channel name in the URL. To get the bot name, click on your profile in the top right corner > Bots & Tools. Then, create a new bot or click on any existing bot. To get the channel name, click on the channel properties and get the channel's Unique Name.
- And, make sure, the connnection line name in line #25 is same as created during creating the connection between SalesIQ and Cliq (Step 1).
Plug Script/Code
- if(session.containsKey("name"))
- {
- name = session.get("name").get("value");
- }
- if(session.containsKey("leadScore"))
- {
- leadScore = session.get("leadScore").get("value");
- }
- if(session.containsKey("requirement"))
- {
- requirement = session.get("requirement").get("value");
- }
- if(session.containsKey("conversationID"))
- {
- id = session.get("conversationID").get("value");
- chat_url = "https://salesiq.zoho.com/zylkerinc/allchats/" + id;
- }
- list_data = {"text":"Lead Infomation","slides":{{"type":"list","data":{"Name - " + name,"Lead Score - " + leadScore,"Requirement - " + requirement,"Chat URL - " + chat_url}}}};
- //replace your cliq channel (leadsfromzobot) and bot name (salesiq) in line #22
- sendText = invokeurl
- [
- url :"https://cliq.zoho.com/api/v2/channelsbyname/leadsfromzobot/message?bot_unique_name=salesiq"
- type :POST
- parameters:list_data + ""
- connection:"cliq"
- ];
- response = Map();
- return response;
- Then, click Save, preview the plug and Publish it.
Note: API invoked in the plug is Post message in a channel
Step 3 - Adding the plug to the Codeless bot builder
- Navigate to Settings > Bot > Add, provide the necessary information, and select Codeless Bot Builder as a bot platform or open an existing bot.
- To notify in Cliq, click on Plugs under Action cards, select the plug you have created and provide the input values for the parameters defined in the plug builder.
- As we want to notify only the visitors whose lead score is more than 500. Use the Criteria router card and set up a rule.
- For lead score, provide the value "more than 500".
- Choose the %visitor.name% variable for the name.
- Select the %Active conversation id% to get the conversation ID for the chat URL.
- Get the requirement before using any input card, save it in the context variable and select the variable here.
Plug Output
This is how the Cliq users will be notified.
To a specific user
To a specific channel
Upon clicking the chat URL, you will be redirected to the ongoing bot chat, where you can monitor and take the chat if required.
Related links:
- Plug guides
- Codeless bot guide
- Plugs for OTP verification.
- Plug to create a lead in Zoho CRM.
- Plug for getting the status of the ticket in Zoho Desk
- Plug to schedule appointments in Zoho Bookings
- Plug to read and write data in Google Sheet
- Plug to integrate bot with OpenAI
- Plug to track ecommerce orders from Zoho Commerce
- Zobot troubleshooting page
To know more about the features of Zobot, kindly visit our Resources Section. I hope this was helpful. Please feel free to comment if you have any questions. I'll be happy to help you.
See you again with another efficient plug sample :)
Best regards
Sasidar Thandapani
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sasidar Thandapani
Vincent MAUREAU
Kevin Wooten
Sticky Posts
Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25
Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here'sPlug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching throughOpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant
Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. Note: SalesIQ offers native integration with OpenAI, supporting several ChatGPT models,Automate and Personalize Engagement for Campaign Leads Using Zoho SalesIQ Chatbots
Hi everyone! In our last post, we explored how to identify, qualify, and nurture leads using SalesIQ Triggers and Zoho Campaigns integration. To recap, once visitors meet your criteria, you can add them to a Campaigns mailing list with Triggers. WhenHide Zoho SalesIQ chat widget outside operating regions to optimize engagements
Have you ever found yourself in a situation where you're receiving chat requests from locations where your business isn't operational? Having to set routing rules or manually delete chats from your logs can be tedious and time-consuming, hampering your
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Edit Permission during and after approval?
When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?Zoho web and mobile application not workingn
Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.Introducing the revamped What's New page
Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the mainPrevent stripping of custom CSS when creating an email template?
Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head. IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>Bulk Moving Images into Folders in the Library
I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missingZoho Campaigns - Why do contacts have owners?
When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support haveLatest updates in Zoho Meeting | Breakout rooms and End to end encryption
Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encryptedSystematic SPF alignment issues with Zoho subdomains
Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered dueAccidentally deleted a meeting recording -- can it be recovered?
Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?Cross References Do Not Update Correctly
I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only includingCitation Problem
I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and wasTo Zoho customers and partners: how do you use Linked Workspaces?
Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how isHow to access email templates using Desk API?
Trying to send an email to the customer associated to the ticket for an after hours notification and can't find the API endpoint to grab the email template. Found an example stating it should be: "https://desk.zoho.com/api/v1/emailtemplates/" + templateID;How to render either thumbnail_url or preview_url or preview_data_url
I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!Update Portal User Name using Deluge?
Hey everyone. I have a basic intake form that gathers some general information. Our team then has a consultation with the person. If the person wants to move forward, the team pushes a CRM button that adds the user to a creator portal. That process isCreate new Account with contact
Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?Flow Task Limits - How to Monitor, Understand Consumption?
So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,Unable to retrieve Contact_Name field contents using Web API in javascript function
Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the relatedUpdating Woocommerce Variation Products Prices Via Zoho CRM
I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.Attention API Users: Upcoming Support for Renaming System Fields
Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label propertiesPlacing a condition before converting the LEAD
Hi, I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead. For example: up until the certain status's doesn't equal "green" don't allow to convert lead. I tried creating this usingZoho CRM Calendar | Custom Buttons
I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meetingPower of Automation:: Automate the process of updating project status based on a specific task status.
Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > DeveloperEmails Disappearing From Inbox
I am experiencing the unnerving problem of having some of the messages in my inbox just disappear. It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet. I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and foundBUTTONS SHOWN AS AN ICON ON A REPORT
Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?Power of Automation :: Automatic removal of project users once the project status is changed.
A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks andCustomizing Form Questions per Recipient Group in Zoho Campaigns/Forms
Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. ForZoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilitéin zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q
in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorderClient Script Payload Size Bug
var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":Forms - Notification When Response Submitted
How do I set it up to generate an email notification when a response (class request) is submitted?how to use validation rules in subform
Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")Notes Issues
Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayedHow to disable user entry on Answer Bot in Zobot
Hi, I have an Answer Bot in my Zobot, here is the configuration: I only want the user to choose 1 of the 4 the options I have provided: When no answer found, user chooses 'I'll rephrase the question' or 'Ask a different question When answer is found,More admin control over user profiles
It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signaturesPlease Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps
Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realizeChanging the Default Search Criteria for Finding Duplicates
Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.Clear Tag & Linking Between Quotes and Sales Orders
Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originatingHow to Track and Manage Schedule Changes in Zoho Projects
Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledgesZoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aNext Page